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Survey of Trends

Survey of Trends

Survey of Trends

in the Financial Planning Industry

 

Since 1996, the College has surveyed financial planners including CFP® certificants and graduates of our own professional designation programs and MS programs. The goal is to analyze trends in the industry including planner profiles, career satisfaction, client profiles, and earnings.

Below you can download the last few editions of the Survey of Trends. While we conduct the survey every 12-24 months, not every edition is published due to varying response rates.

 

Download the complete

Survey of Trends

2016 Survey of Trends
3.9 MiB
Details
2014 Survey of Trends
2.9 MiB
Details
2011 Survey of Trends
5.9 MiB
Details
2009 Survey of Trends
1.4 MiB
Details
2008 Survey of Trends
1.5 MiB
Details